Southside Bancshares Inc
SBSI- Exchange
- NYSE
- Industry
- State Commercial Banks
- SEC CIK
- 0000705432
In the last 90 days, Southside Bancshares Inc insiders filed 0 open-market purchases and 1 sale; 195 institutions reported holding it in 13F filings for Q2 2026, worth $600.2M in total; no superinvestor holds it.
13F holders, Q2 2023
Institutional positions in Southside Bancshares Inc as of Jun 30, 2023. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works
- Institutional holders
- 152
- +7 vs. Q1 2023
- Shares held
- 17.5M
- +751.4K (+4.5%) vs. Q1 2023
- Total value
- $458.6M
- −$97.8M (−17.6%) vs. Q1 2023
- New holders
- 24
- 49 more added
- Sold out
- 17
- 56 more reduced
Compare with Q1 2023: new holders, sold out and not filed yet
Holders and value by quarter
Institutions reporting SBSI on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 195 | $600.2M |
| Q1 2026 | 184 | $530.2M |
| Q4 2025 | 181 | $520.7M |
| Q3 2025 | 176 | $488.8M |
| Q2 2025 | 174 | $506.3M |
| Q1 2025 | 171 | $504.0M |
| Q4 2024 | 157 | $551.2M |
| Q3 2024 | 164 | $566.0M |
| Q2 2024 | 149 | $457.7M |
| Q1 2024 | 160 | $484.2M |
| Q4 2023 | 150 | $526.8M |
| Q3 2023 | 157 | $490.0M |
| Q2 2023 | 152 | $458.6M |
| Q1 2023 | 145 | $556.4M |
| Q4 2022 | 138 | $621.3M |
| Q3 2022 | 154 | $603.4M |
| Q2 2022 | 141 | $628.1M |
| Q1 2022 | 139 | $674.8M |
| Q4 2021 | 143 | $693.5M |
| Q3 2021 | 128 | $627.8M |
| Q2 2021 | 135 | $633.7M |
| Q1 2021 | 123 | $638.1M |
Institutions, Q2 2023
Shares, value and share of portfolio for each institution holding Southside Bancshares Inc; share changes are against Q1 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Alliancebernstein L.P. | 41,530 | $1.09M | 0.00% | 00.0% | Unchanged |
| Wedge Capital Management L L P | 42,243 | $1.11M | 0.02% | +42,243 | New |
| Voya Investment Management LLC | 43,110 | $1.13M | 0.00% | +144+0.3% | Added |
| Barclays PLC | 44,026 | $1.15M | 0.00% | +19,990+83.2% | Added |
| D. E. Shaw & Co., Inc. | 45,974 | $1.20M | 0.00% | +9,791+27.1% | Added |
| Chatham Capital Group, Inc. | 46,086 | $1.21M | 0.25% | −2,345−4.8% | Reduced |
| UBS Group AG | 47,676 | $1.25M | 0.00% | +15,021+46.0% | Added |
| Brown Brothers Harriman & Co | 48,128 | $1.26M | 0.01% | 00.0% | Unchanged |
| HRT Financial LP | 49,135 | $1.28M | 0.01% | +31,621+180.5% | Added |
| Wells Fargo & Company | 51,468 | $1.35M | 0.00% | +14,638+39.7% | Added |
| Gsa Capital Partners LLP | 51,962 | $1.36M | 0.14% | +51,962 | New |
| Public Sector Pension Investment Board | 52,148 | $1.36M | 0.01% | −562−1.1% | Reduced |
| Hamilton Point Investment Advisors, LLC | 58,665 | $1.53M | 0.37% | −648−1.1% | Reduced |
| UBS Asset Management Americas Inc | 47,195 | $1.57M | 0.00% | 00.0% | Unchanged |
| Fisher Asset Management, LLC | 60,805 | $1.59M | 0.00% | 00.0% | Unchanged |
| Marshall Wace, LLP | 62,468 | $1.63M | 0.00% | +62,468 | New |
| Swiss National Bank | 64,718 | $1.69M | 0.00% | −1,100−1.7% | Reduced |
| Tudor Investment Corp Et Al | 68,462 | $1.79M | 0.03% | +27,589+67.5% | Added |
| Citadel Advisors LLC | 70,560 | $1.85M | 0.00% | +42,816+154.3% | Added |
| TD Asset Management Inc | 70,800 | $1.85M | 0.00% | −41,900−37.2% | Reduced |
| First Trust Advisors LP | 75,714 | $1.98M | 0.00% | +12,748+20.2% | Added |
| Legal & General Group Plc | 79,077 | $2.07M | 0.00% | +4,944+6.7% | Added |
| State of New Jersey Common Pension Fund D | 90,409 | $2.37M | 0.01% | +27,963+44.8% | Added |
| Healthcare of Ontario Pension Plan Trust Fund | 92,800 | $2.43M | 0.01% | +11,500+14.1% | Added |
| Rhumbline Advisers | 93,506 | $2.45M | 0.00% | −2,636−2.7% | Reduced |
| Kestrel Investment Management Corp | 93,900 | $2.46M | 1.36% | −7,800−7.7% | Reduced |
| Two Sigma Advisers, LP | 96,900 | $2.53M | 0.01% | +64,900+202.8% | Added |
| Goldman Sachs Group Inc | 102,444 | $2.68M | 0.00% | +38,840+61.1% | Added |
| Two Sigma Investments, LP | 105,234 | $2.75M | 0.01% | +63,185+150.3% | Added |
| Ameriprise Financial Inc | 105,389 | $2.76M | 0.00% | −14,641−12.2% | Reduced |
| American Century Companies Inc | 114,343 | $2.99M | 0.00% | +4,443+4.0% | Added |
| TownSquare Capital, LLC | 124,189 | $3.25M | 0.06% | −28,000−18.4% | Reduced |
| Portside Wealth Group, LLC | 124,189 | $3.25M | 0.60% | +124,189 | New |
| Principal Financial Group Inc | 167,193 | $4.37M | 0.00% | −14,033−7.7% | Reduced |
| Nuveen Asset Management, LLC | 176,894 | $4.63M | 0.00% | +46,559+35.7% | Added |
| Third Avenue Management LLC | 209,426 | $5.48M | 0.90% | 00.0% | Unchanged |
| Morgan Stanley | 218,535 | $5.72M | 0.00% | +4,158+1.9% | Added |
| JPMorgan Chase & Co | 219,943 | $5.75M | 0.00% | +23,338+11.9% | Added |
| Invesco Ltd. | 234,203 | $6.13M | 0.00% | +340+0.1% | Added |
| Mesirow Institutional Investment Management, Inc. | 257,353 | $6.73M | 0.69% | +55,584+27.5% | Added |
| Royal Bank of Canada | 272,261 | $7.12M | 0.00% | +3,033+1.1% | Added |
| ProShare Advisors LLC | 284,678 | $7.45M | 0.02% | +35,042+14.0% | Added |
| Charles Schwab Investment Management Inc | 325,136 | $8.51M | 0.00% | +3,976+1.2% | Added |
| Northern Trust Corp | 389,873 | $10.2M | 0.00% | −1,694−0.4% | Reduced |
| Bank of New York Mellon Corp | 405,654 | $10.6M | 0.00% | −20,097−4.7% | Reduced |
| Millennium Management LLC | 449,881 | $11.8M | 0.01% | +315,455+234.7% | Added |
| Renaissance Technologies LLC | 546,185 | $14.3M | 0.02% | +31,957+6.2% | Added |
| Geode Capital Management, LLC | 594,289 | $15.5M | 0.00% | +5,251+0.9% | Added |
| Dimensional Fund Advisors LP | 1,313,577 | $34.4M | 0.01% | −3,782−0.3% | Reduced |
| State Street Corp | 1,326,108 | $34.7M | 0.00% | +60,183+4.8% | Added |
| Vanguard Group Inc | 2,144,670 | $56.1M | 0.00% | −102,607−4.6% | Reduced |
| BlackRock Inc. | 4,422,512 | $115.7M | 0.00% | −213,552−4.6% | Reduced |
| Ergoteles LLC | 0 | $0 | 0.00% | −33,300−100.0% | Sold out |
| Robeco Institutional Asset Management B.V. | 0 | $0 | 0.00% | −19,535−100.0% | Sold out |
| Guggenheim Capital LLC | 0 | $0 | 0.00% | −16,985−100.0% | Sold out |
| SG Americas Securities, LLC | 0 | $0 | 0.00% | −15,277−100.0% | Sold out |
| Occudo Quantitative Strategies LP | 0 | $0 | 0.00% | −15,205−100.0% | Sold out |
| Arrowstreet Capital, Limited Partnership | 0 | $0 | 0.00% | −15,107−100.0% | Sold out |
| Allianz Asset Management GmbH | 0 | $0 | 0.00% | −14,300−100.0% | Sold out |
| Centiva Capital, LP | 0 | $0 | 0.00% | −9,703−100.0% | Sold out |
| Cambridge Investment Research Advisors, Inc. | 0 | $0 | 0.00% | −9,192−100.0% | Sold out |
| Commerce Bank | 0 | $0 | 0.00% | −7,048−100.0% | Sold out |
| Teacher Retirement System of Texas | 0 | $0 | 0.00% | −6,759−100.0% | Sold out |
| Bill Few Associates, Inc. | 0 | $0 | 0.00% | −6,567−100.0% | Sold out |
| Mutual of America Capital Management LLC | 0 | $0 | 0.00% | −6,171−100.0% | Sold out |
| Belpointe Asset Management LLC | 0 | $0 | 0.00% | −425−100.0% | Sold out |
| TCI Wealth Advisors, Inc. | 0 | $0 | 0.00% | −154−100.0% | Sold out |
| EverSource Wealth Advisors, LLC | 0 | $0 | 0.00% | −50−100.0% | Sold out |
| Toronto Dominion Bank | 0 | $0 | 0.00% | −8−100.0% | Sold out |